Sterling Infrastructure is hardly ever mentioned in AI discussions. That's why the stock is interesting. While everything is focused on chips and software, another bottleneck is emerging: implementation.
Data centers have to be built. Energy infrastructure has to be connected. Projects must actually be realized. That's where $STRL (-0.52%) (Sterling Infrastructure).
Yesterday's yesterday's quarterly figures show this quite clearly: Demand is there, projects are underway and this is directly reflected in the business.
For me, this is a classic example of how a bottleneck materializes. Not in the technology itself. But in the ability to make it a reality.
